HyveWRX ยท Self Storage module
Dashboard
Call Volume
Last week average lineCall Outcomes
Conversations vs voicemailWeekly Appointments
This weekCRM Module
Self StorageFacility-owner outreach with property, unit, Google Business, document, and contract workflows.
Daily Tasks
Feature Modules
CustomizableActivity Reporting
Inspect the activity, task, and appointment records currently feeding dashboard KPIs.
Tasks
Track follow-ups, reminders, offer deadlines, document requests, and contact-specific work.
Dialer
Manual call queue now. Provider API connection later.
Call Queue
Active Contact
Calendar
Schedule calls, follow-ups, contract deadlines, closing dates, and team reminders.
Messages
Contact-linked SMS threads, AI handoff status, opt-outs, and manual message logging.
Campaigns
Enroll contacts into manual, template, or AI-assisted follow-up sequences with approval controls.
Campaign Routes
Reusable follow-up pathsDue Today
Campaign execution queueContracts
Track owner agreements from upload through PDF, signature routing, and email delivery.
AI Routines
Placeholder for lead follow-up assistance and back-office workflow support.
Lead Follow-Up Agent
Drafts follow-up texts, call notes, email replies, and task suggestions from contact history.
Inbound Text Assistant
Handles after-hours inbound messages with opt-out, consent, disclosure, and escalation rules.
Back-Office Assistant
Prepares summaries, missing-info checks, document reminders, due diligence tasks, and owner updates.
Compliance Review Queue
Placeholder for reviewing AI-generated outreach before anything is sent automatically.
Default Guardrails
Human approval before outbound AI messages
Respect opt-out and suppressed-contact records
Log routine, user, time, contact, and outcome
Escalate pricing, legal, contract, and dispute issues
Settings
Manage setup, imports, connections, team access, modules, and compliance controls from one clean admin area.
General
These settings control calendar availability and appointment times across the system.
Lead Imports
Bring Excel lists into the CRM, then match outside headings to storage CRM fields before anything is added.
Storage lead list
Upload .xlsx, .xlsm, .csv, or pasted Excel rows. Match headings like Deal Name to Facility name and Deal Address to Facility address.
Recent Imports
Review what was added or skipped during the latest list uploads.
Connections
Connect the outside services that support daily calling, scheduling, maps, messages, and marketing.
Number management
Future build: users buy and manage calling numbers inside this platform instead of needing a separate provider account.
Team Members
Control who activity, calls, tasks, and KPI records are assigned to.
CRM Module Setup
Choose the active industry module. For now, storage is the build target; the structure stays modular for future industries.
Compliance
Keep outreach controls visible before higher-volume calling, texting, and AI follow-up are turned loose.
Social
Plan posts, store social profile links, and prepare future publishing integrations.
Profiles
Links for nowSchedule Post
Manual approval queueScheduled Posts